2. Gain New Clients via Your Website
• Signup forms allow customer
information to be automatically
collected and sorted into profiles.
• Optimize your website by having all
visitor interactions tracked and
reported.
3. Social Media Boosts Engagement
• Have social media posts send out
automatically to maintain a strong
presence.
• Clients remain engaged and feel in
the loop.
4. Clients Receive Reminders
• Automatically send out
appointment reminders to boost
office efficiency.
• Clients are contacted via their
preferred method to boost
engagement.
5. Automate Newsletter Sending
• Have the ability to automatically
send newsletters to clients weekly
or monthly.
• With automation, newsletters are
tailored to each client’s
preferences.
6. Surveys Maintain Client Contact
• Clients and investors can share
their opinions and feel
appreciated.
• Data from surveys is automatically
stored in the contact relationship
manager for future use.
